Department of Labor filing
Spot something wrong?MARCUS W BOSLEY & ASSOCIATES, INC.
MARCUS W BOSLEY & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN · For the plan year ended Dec 31, 2025
Public filing 2025 · received May 14, 2026Verified current terms Not available
Plan summary
The numbers that matter first
51Fair plan health
high confidence
high confidence
See what drives the plan health score
Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.
options offered by the Plan.
Extracted from an official plan filing; editorial verification is pending.
The official filing does not state the current vesting schedule.
OM PARTICIPANTS 81 CONTRIBUTIONS Company 2,856 Participants 6,432 Rollovers 2,362 Total Contributions 11,650 Total Additions 24,585 DEDUCTIONS: BENEFITS PAID TO PARTICIPANTS 7,256 ADMINISTRATIVE EXPENSES 157 Total Deductions 7,413 NET INCREASE 17,172 NET ASSETS AVAILABLE FOR BENEFITS: Beginning of Year 91,559 End of Year $ 108,731 See accompanying notes.
E MARCUS CORP 401(K) RETIREMENT SAVINGS PLAN STATEMENTS OF NET ASSETS AVAILABLE FOR BENEFITS DECEMBER 31, 2024 AND 2023 (in thousands) 2024 2023 ASSETS INVESTMENTS (at Fair Value) Participant Directed $ 94,483 $ 77,508 Common Stock of The Marcus Corporation 9,328 7,103 Total Investments at Fair Value 103,811 84,611 INVESTMENTS (at Contract Value) 3,546 3,256 Total Investments 107,357 87,867 RECEIVABLES Company Contributions 147 2,612 Notes Receivable from Participants 1,227 1,080 Total Receivables 1,374 3,692 NET ASSETS AVAILABLE FOR BENEFITS $ 108,731 $ 91,559 See accompanying notes.
eligible to participate in the deferral components of the Plan on the later of one month of service or reaching 21 years of age
The selected official filing does not establish a current default rate.
Revenue Code (IRC). Eligible participants are permitted to elect to have a percentage up to 60%, limited by Plan provision, of their compensation contributed as pre-tax 401(k) or Roth contributions to the Plan. Participants who have attained age 50 before the end of the Plan year are eligible to make catch-up contributions. Participants may also contribute amounts representing distributions from other qualified defined benefit or defined contribution plans (rollover). Participants direct the investment of contributions into various investment options offered by the Plan. Contributions are subject to certain Internal Revenue Service (IRS) limitations. Beginning on January 1, 2017, the Company began making “safe harbor” matching contributions. The “safe harbor” matching contribution is equa
Up 0.0% over the filing history shown.
Participation up 0.0% · assets up 0.0%
How the score works →What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.
Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.
Filing comparison · 202535out of 100 among similar-size plans in the same industry when enough peers exist
How this filing compares
Reported employer contributions42nd percentileTypical peer $3,117 · based on 21,825 comparable plans
Lower reported administrative expense19th percentileTypical peer $105 · based on 18,019 comparable plans
This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.
Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.
The short version
What employees should know
For the year ended Dec 31, 2025, MARCUS W BOSLEY & ASSOCIATES, INC. reported $12,693 in employer contributions across this plan, or $2,539 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
Compared with similarly sized plans in the same industry.
What this public record cannot answer
For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.
Money and scale
Contributions, assets, and expenses
These are plan-wide totals. They are not individual account balances.
- Employer contributions
- $12,693 $2,539 per active participant
- Participant contributions
- $43,530
- Other contributions
- Not reported Amounts not classified as employer or participant contributions
- Employer share of contributions
- 22.6%
- Active participants
- 5 Small plan
- Total participants
- 6 7 at the beginning of the year
- Ending assets
- $695,722 $115,954 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $551,168
- Ending net assets
- $695,722
- Beginning liabilities
- Not reported
- Ending liabilities
- Not reported
- Total income
- $185,210
- Total expenses
- $40,656
- Administrative expenses
- $3,379 $563 per active participant
- Participant loans
- Not reported Not reported of plan assets
Three-year filing history
How the reported figures changed
Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.
2025
$2,539
2025
$563
2025
5
2025
$695,722
2025
Not reported
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | $2,539 | 5 | 695.7K |
Changes in plan assets are not the same as investment performance.
Plan health
Operational signals worth checking
- Participant loans as a share of plan assets
- Not reported
- Independent accountant’s opinion
- Not stated in the filing
- Late participant contributions reported
- Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- Not reported
- Lease defaults reported
- Not reportedOnly a small number of filings report these events.
- Nonexempt transactions reported
- Not reported
- Public plan identifier
- 611209038-001
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Jan 1, 2014
- Industry
- Finance and insurance
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D3H
Company filings
What the company has told the SEC about this plan
We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.
11-K · report period Dec 31, 2024MARCUS CORP — 11-K filed 2025-06-20 ↗
Official filing · details not yet checkedWhat it says about employer contributions
options offered by the Plan. Contributions are subject to certain Internal Revenue Service (IRS) limitations. Beginning on January 1, 2017, the Company began making “safe harbor” matching contributions. The “safe harbor” matching contribution is equal to 100% of the participant’s elective deferral (pre-tax and Roth deferrals) up to 3% of their eligible compensation; plus 50% of that participant’s elective deferrals between 3% and 5% of their eligible compensation subject to the “safe harbor” matching contribution limit, which was $14 in 2024. Company Funding - The Company remits participant elective contributions as soon as practicable after the elective contributions have been withheld from the participant’s wages. The Company’s safe harbor matching contributions were remitted annually t
What it says about vesting
hereon cumulative vest 20% after two years, 40% after three years, 60% after four years, 80% after five years and 100% after six years. Notwithstanding the above, a participant is fully vested upon reaching normal retirement age, death, or permanent disability. Voting Rights - Each participant with an interest in Company common stock is entitled to exercise voting rights attributable to the shares allocated to his or her account and is notified by the Trustee prior to the time that such rights are to be exercised. The Trustee is not permitted to vote shares of Company common stock for which the Trustee has received no direction from the participant. Notes Receivable from Participants - Participants are allowed to take loans from the Plan. Loan amounts are typically limited to 50% of the pa
What it says about fees
OM PARTICIPANTS 81 CONTRIBUTIONS Company 2,856 Participants 6,432 Rollovers 2,362 Total Contributions 11,650 Total Additions 24,585 DEDUCTIONS: BENEFITS PAID TO PARTICIPANTS 7,256 ADMINISTRATIVE EXPENSES 157 Total Deductions 7,413 NET INCREASE 17,172 NET ASSETS AVAILABLE FOR BENEFITS: Beginning of Year 91,559 End of Year $ 108,731 See accompanying notes. 5 THE MARCUS CORP 401(K) RETIREMENT SAVINGS PLAN NOTES TO FINANCIAL STATEMENTS DECEMBER 31, 2024 AND 2023 (in thousands, except share data) 1. Description of Plan The following description of The Marcus Corp 401(k) Retirement Savings Plan (the Plan) provides only general information. Participants should refer to the Plan document for a more complete description of the Plan’s provisions. General - The Plan is a defined contribution plan ori
Current plan terms
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Filing evidence
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Filing ACK_ID20260514142637NAL0007470915001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗